1. ROLE OVERVIEW
The Associate is an entry-level professional responsible for supporting and executing core accounting, compliance, and advisory functions. The role involves hands-on exposure to end-to-end accounting, MIS preparation, taxation, compliance, and client coordination.
This position is designed to build a solid foundation for progression into an Assistant Manager role through practical exposure to accounting, taxation, advisory assignments, and client interactions.

2. KEY RESPONSIBILITIES
A. Accounting & MIS Execution

- Review and execution of accounting entries including:
- Revenue and expenses
- Payroll
- Provisions and accruals
- Receipts and payments
- Depreciation and amortisation
- Prepaid expenses

- Bank, debtor, and creditor reconciliations
- Ledger scrutiny and clean-up activities
- Preparation of schedules for:
- Profit & Loss Statement
- Balance Sheet
- Cash Flow Statements

- Preparation of MIS packs and variance analysis
- Application of accounting fundamental principles.

B. Tax Structuring & Advisory Support

- Assist Managers in:
- Tax planning and structuring assignments
- Evaluation of business transactions from a tax perspective

- Preparation of:
- Technical workings
- Comparative tax computations
- Impact analysis under GST, Income Tax, and TDS

- Research on applicable sections, notifications, circulars, and case laws
- Drafting of:
- Internal technical notes
- Client advisories
- Transaction memos
- Opinions and guidelines

C. Litigation & Assessment Support

- Assistance in handling:
- Income Tax and GST notices
- Assessments and departmental queries under Direct and Indirect Tax.

- Preparation of:
- Replies to notices




- Reconciliations and submissions
- Paper books, annexures, and supporting documentation

- Coordination with tax consultants, lawyers, and auditors
- Maintenance of litigation trackers and hearing calendars

D. Compliance Execution

- GST return workings and reconciliations
- Filing of GST returns including GSTR 1, 3B, 6 and 9/9C
- TDS computations and return support including rectifications
- Rectification and revision process
- Coordination related to PF and Professional Tax
- Data preparation for:
- Statutory audits
- Tax audits
- Internal audits

- Assistance in filings under Income Tax laws (including returns, tax audit, Forms 15CA/CB, etc.)
- Maintenance and monitoring of compliance calendars
- ROC filings under Companies Act

E. Client Coordination

- Follow-ups with clients for data and information
- Timely response to routine client queries
- Participation in client calls and meetings along with seniors
- Preparation of email drafts, workings, and client communications

F. Process Discipline & Automation

- Adherence to SOPs, internal controls, and checklists
- Maintenance of proper working papers and documentation
- Development and improvement of Excel-based templates
- Support in process improvement and automation initiatives




- Ensuring maker-checker controls and process discipline

G. Operations & Treasury Support

- Support in client and customer operations
- Assistance in accounts payable and receivable processes
- Banking coordination and payment processing
- Documentation and liaison with banks and payment channels

H. Due diligence and Reviews:

- Analysis of financials and schedules
- Review of compliances
- Prepare summary of agreements
- Assess impact of red flags
- Draft the report for analysis

3. ELIGIBILITY CRITERIA

- Semi-Qualified Chartered Accountant (Articleship completed), or
- Fresh Chartered Accountant, or
- Commerce Graduate / Post-Graduate with articleship exposure and strong accounting fundamentals

4. REQUIRED COMPETENCIES
Functional Competencies

- Strong accounting fundamentals
- Reconciliations and ledger scrutiny
- MIS preparation and analysis
- Working knowledge of Income Tax and GST
- Documentation and assessment support

Behavioral Competencies

- Strong learning orientation
- Attention to detail
- Accountability and ownership
- Effective communication skills
- Team collaboration
- Adherence to timelines and commitments

Technical Competencies

- Advanced Excel skills
- Tally / ERP systems
- Drafting, documentation, and presentation skills

5. LEARNING OUTCOMES

- Exposure to:
- CFO advisory services
- Tax structuring assignments
- Assessments and litigation matters
- Multi-industry client engagements

- Development of an advisory and solution-oriented mindset

6. CAREER PROGRESSION
Associate Assistant Manager Manager Senior Manager

📌 Associate (Thane)
🏢 New Wave League
📍 Thane